Probate Administrator

📍 Selsdon, Croydon (100% Office-Based)
🕒 Full-Time | Permanent
💰 Competitive Salary (Dependent on Experience)

Important Information - Please Read Before Applying

This is a fully office-based position located in Selsdon, Croydon.

There is no option for hybrid working, remote working or working from home. The successful candidate will be required to work from the office Monday to Friday and should be comfortable commuting to Selsdon on a daily basis.

Essential Requirement

Please only apply if you have previous Probate Administration experience.

This role is specifically for candidates who have worked within a Probate, Wills & Estates or Private Client environment and have practical experience supporting probate matters and estate administration.

Unfortunately, applicants with general administration experience who have not worked with probate, wills or estate administration will not be considered.

The Opportunity

We are seeking an experienced and highly organised Probate Administrator to join our growing team.

This is an excellent opportunity for an individual with hands-on experience supporting probate cases, wills and estate administration who is looking to further develop their career within a professional and supportive environment.

Due to increasing workloads, we are looking for someone who can confidently manage probate administration, support clients throughout the process and contribute from day one.

The Role

As a Probate Administrator, you will play a key role in supporting the administration of estates from initial instruction through to completion.

The successful candidate will have experience handling probate files, preparing probate documentation, liaising with executors and beneficiaries, and supporting the smooth progression of estate matters.

This role requires someone who already understands the probate process and can confidently work within a busy probate function.

Key Responsibilities

• Opening and setting up new probate files.
• Managing probate and estate administration cases from instruction through to completion.
• Preparing probate applications and supporting documentation.
• Assisting with inheritance tax documentation and estate information gathering.
• Obtaining and collating asset and liability information from financial institutions and third parties.
• Liaising with executors, beneficiaries, clients and professional contacts.
• Corresponding with banks, building societies, investment providers, utility companies and government bodies.
• Maintaining accurate case records and updating internal systems.
• Preparing client correspondence and providing case updates.
• Chasing outstanding information and documentation to progress matters efficiently.
• Supporting the wider team in reducing case backlogs and maintaining excellent client service standards.
• Ensuring all work is completed accurately and compliantly.

About You

Essential Experience & Skills

To be considered for this position, you must have:

• Previous experience as a Probate Administrator, Probate Assistant, Estate Administrator, Wills & Probate Administrator, Private Client Administrator or a similar role.
• Direct experience supporting probate matters, wills and estate administration.
• A strong understanding of probate procedures and estate administration.
• Experience preparing and submitting probate applications.
• Experience dealing with executors, beneficiaries and financial institutions.
• Strong administrative and organisational skills.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy.
• The ability to manage multiple cases and deadlines effectively.
• Confidence working independently while also contributing to a team environment.

Desirable Experience

• Experience using Exizent or other probate case management software.
• Knowledge of trusts and charitable legacies.
• Experience within a solicitor's practice, probate specialist or will-writing company.
• Understanding of inheritance tax processes and estate valuations.

What We're Looking For

We are looking for an individual who:

✅ Has genuine hands-on Probate Administration experience.

✅ Has worked with wills, probate and estate administration matters.

✅ Can quickly take ownership of files and contribute immediately.

✅ Is confident communicating with clients during what can often be a sensitive and emotional time.

✅ Has exceptional organisational skills and attention to detail.

✅ Is seeking a long-term career opportunity within a growing business.

This is not an entry-level administration role. We are specifically seeking candidates with existing probate administration experience who understand the day-to-day requirements of probate and estate administration.

What We Offer

• Permanent, full-time position.
• Competitive salary dependent on experience.
• Supportive and collaborative team environment.
• Opportunity to further develop your probate expertise.
• Stable and growing organisation with an excellent reputation.
• Long-term career progression opportunities.

Location & Working Arrangement

📍 Selsdon, Croydon

This role is 100% office-based and requires attendance in the office five days per week.

Please note: There is no work-from-home option, no remote working and no hybrid working available for this position.

Apply Now

If you have proven experience supporting probate, wills and estate administration matters and are looking for your next opportunity within a professional and growing organisation, we would love to hear from you.

Please only apply if you have previous Probate Administration experience. Applicants without probate experience will not be considered.